Operational Expense Manager

BHG Financial • Davie, FL

6d • Hybrid

About The Position

BHG Financial is seeking a results-driven financial professional with expertise in budgeting, forecasting, financial analysis, and data analysis, especially in project-based environments. The role is responsible for streamlining processes, improving financial strategies, and identifying operational efficiencies. This position holds a 'Manager' title due to functional ownership of critical financial processes, not direct team management. The company culture is focused on productivity and transforming employees into effective business leaders. BHG Financial has a legacy in the financial services space, providing innovative financial solutions to accomplished professionals, small businesses, and institutions.

Requirements

• Bachelor's Degree is required, Finance, Accounting, Business, or related preferred.
• Strong knowledge of US Generally Accepted Accounting Principles is beneficial.
• Advanced user of Microsoft Excel (complex formulas, pivot tables, VLOOKUP, charts, etc.).
• Skilled in common business tools such as Microsoft PowerPoint and SharePoint.
• Experience using ERP Financial Systems, especially Workday Adaptive Planning, is required.
• Proven aptitude with analytics skills, including mining, evaluation, and visualization.
• Proficiency with Power BI or other data analytics software is required.
• Willing and able to travel up to 25% annually, including attendance at the BHG Oars in Experience during the first 6 months of employment, periodic team on-sites, cross-functional meetings, and other business-related activities, while maintaining an in-office presence of at least 2 days per week.
• Applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future.
• 5+ years of accounting or financial experience, with experience in technology project-based financials and project capitalization rules.
• Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).
• Experience with data visualization tools (e.g. Power BI) is required.
• Proficient in active listening and affinity to articulate ideas clearly and persuasively, thus building and fostering strong and meaningful stakeholder relationships.
• Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously.
• Exceptional written and verbal communication skills are essential.
• Possess strong financial and business acumen.
• A mature thinker with strong communication and presentation skills; experience interacting with colleagues in presenting ideas and opportunities supported by fact-based data and decisions.
• Ability to work within a structured approach, with an ability to maintain organized systems and processes for efficiency.
• Able to think innovatively when it comes to continuous process improvement for efficiencies.

Nice To Haves

• Partners with senior leadership to develop and implement operational expense (OpEx) strategies that optimize cost efficiency and drive business growth.
• Provides data-driven insights and recommendations to executives on OpEx management, cost control, and resource allocation.
• Collaborates with senior leaders to forecast, analyze, and monitor OpEx trends, ensuring alignment with financial goals.
• Advises leadership on cost-saving initiatives, process improvements, and operational efficiencies to enhance profitability.
• Works closely with executives to establish OpEx governance frameworks, ensuring compliance with budgetary and financial objectives.

Responsibilities

• Participate in the annual budgeting process, short-term and long-term forecasting processes for OPEX and CAPEX spending, and align financial goals to the overall business strategy.
• Lead monthly financial reviews (including variance analysis) with cost center leaders and project teams, and provide Finance partners with the latest information for upload into the Adaptive Planning System.
• Gather monthly labor allocation across all strategic projects and teams and ensure that any and all capital-related labor is routed to the respective strategic capital project via Finance and Payroll partners.
• Collect, clean, analyze, visualize, and interpret loan processing expense data on a monthly basis to identify trends and support the forecasting of these expenses across the business functions.
• Evaluate internal systems for efficiency, problems, and inaccuracies, and develop and maintain protocols for handling, processing, and cleaning data.
• Partner with Sourcing Vendor Management, Finance, Business Analytic functions, and others to ensure alignment of financial data and forecast.
• Build robust partnerships and trust with key stakeholders, including executives and department leaders, and provide financial analysis, support, and suggestions for future business decisions.
• Work with project core teams to build out comprehensive technology project estimates including all anticipated project expenditures.
• Streamline foundational financial processes to aid in the maturation of the organization’s financial decision-making process through the analysis of financial results, forecasts, variances, and trends.
• Document and maintain consistent financial-related Standard Operating Procedures in conjunction with working closely with Finance partners.
• Collaborate closely with all BHG departments to understand their priorities and business drivers in order to most accurately depict their expense-related forecasts.
• Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
• Perform ad hoc projects as requested.

Benefits

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• 1 Friday off each month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
• Ongoing volunteer opportunities to give back to the community through our BHG Cares program

What This Job Offers

• Job Type: Full-time
• Career Level: Manager